New Perspectives, Inc Wisdomtree U.S. Smallcap Fund Transaction History

New Perspectives, Inc

$201 Million
Q2 2025

A detailed history of New Perspectives, Inc transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, New Perspectives, Inc holds 25,905 shares of EES stock, worth $1.34 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

25,905

Previous 30,948 16.3%

Holding current value

$1.34 Million

Previous $1.51 Million 12.64%

% of portfolio

0.66%

Previous 0.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$42.54 - $50.99 $214,529 - $257,142	-5,043 Reduced 16.3%	25,905 $1.32 Million
Q1 2025 Apr 25, 2025	BUY	$48.37 - $55.84 $386 - $446	8 Added 0.03%	30,948 $1.51 Million
Q4 2024 Jan 22, 2025	SELL	$51.33 - $58.78 $25,972 - $29,742	-506 Reduced 1.61%	30,940 $1.67 Million
Q3 2024 Oct 18, 2024	SELL	$46.45 - $53.68 $29,774 - $34,408	-641 Reduced 2.0%	31,446 $1.66 Million
Q2 2024 Jul 17, 2024	SELL	$45.98 - $49.63 $13,058 - $14,094	-284 Reduced 0.88%	32,087 $1.51 Million
Q1 2024 Apr 22, 2024	SELL	$46.41 - $50.12 $33,879 - $36,587	-730 Reduced 2.21%	32,371 $1.62 Million
Q4 2022 Jan 24, 2023	BUY	$40.17 - $45.87 $1.33 Million - $1.52 Million	33,101 New	33,101 $0

Others Institutions Holding EES

# of Institutions

153

Shares Held

7.63M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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New Perspectives, Inc Wisdomtree U.S. Smallcap Fund Transaction History